Help build capacity by becoming an AFC® Independent Trainer.

The goal of the Independent Training pathway is to provide comprehensive training on the AFC Core Competencies in a personalized learning environment. A registered Independent Trainer will provide orientation, supervision, and delivery of instruction.


Why become an AFC Independent Trainer:

  • Increase capacity for your organization and the community you serve.
  • Provide training for groups who want a more curated, customized experience on their path to AFC certification.
  • Supplement your income while helping to expand the reach of the AFC certification.

 

The Certification Council does not require, provide, accredit, or endorse any specific study guides, training or review courses, or other examination preparation products. The Certification Council, certification staff, certification committee members, and certification subject matter experts do not have involvement in the creation, accreditation, approval, endorsement or delivery of examination review courses, preparatory materials, educational programs, or training programs/products that prepare candidates for the AFC certification examination. 

Qualifications for becoming an AFC® Independent Trainer

  • You must be an AFC® professional ‘In Good Standing’ (all renewal fees paid, CEUs up-to-date, and signed AFCPE Code of Ethics).
  • You must have graduated (e.g. completed the AFC certification requirements) at least two (2) years prior to applying to become an AFC Independent Trainer. 
  • You must not have served on the AFCPE Exam Development committee for at least four (4) years prior to applying to become an AFC Independent Trainer. 
  • You must not have served on the AFCPE Certification Council for at least two (2) years.

What makes a successful AFC® Independent Trainer?

Be a qualified expert with a great deal of field experience

Most AFC Independent Trainers have at least 5 years of practical experience providing financial education instruction. We recommend no fewer than 2 years of experience before applying to become an AFC Independent Trainer.

Be a practitioner with hands-on, day-to-day experience in your area of expertise

Most AFC Independent Trainers have at least 5 years of practitioner experience providing direct financial counseling services to individuals and/or groups, which is invaluable when training others to be effective financial counselors.

Possess excellent communication skills

Have the ability to convey complex topics to adult learners with different learning styles, varying levels of knowledge and/or experience, and who are working in an array of disciplines.

AFC® Independent Trainer Responsibilities

  • Sign and adhere to the AFCPE Confidentiality Policy on an annual basis.
  • Sign and adhere to the AFCPE Conflict of Interest Policy on an annual basis.
  • Respond in a timely manner (no more than 3 business days) to requests from groups for training services.
  • Provide signed Certificate of Completion to trainees who participate in your trainings, acknowledging that they completed a training based on the AFC Core Competencies.

AFC Independent Trainers will be subject to an initial application fee and an annual renewal application fee.

Application Process

Register as an Independent Trainer through your myAFCPE Education Dashboard. 

Application fee: $200

Questions? Contact AFCPE at 614-368-1055 or email the AFCPE Certification Department.

 

The Certification Council does not require, provide, accredit, or endorse any specific study guides, training or review courses, or other examination preparation products. The Certification Council, certification staff, certification committee members, and certification subject matter experts do not have involvement in the creation, accreditation, approval, endorsement or delivery of examination review courses, preparatory materials, educational programs, or training programs/products that prepare candidates for the AFC certification examination. 

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